There's a level of interest for AI trade to continue, says Bartlett's Holly Mazzocca

And that's how bringing another voice to this conversation. Bartlett's Holly Mazaka and also Wells Fargo's Scott Ren as well. Uh you guys both heard what we just spoke about with Lauren here.So I'm going to go with you Holly first on this one as you talk about the markets at or near record highs. Again, Lauren laid out the case for that broadening out trade. Also this idea that we're watching those certain key parts of the market.Is this still a trade that is contingent upon names like Nvidia, Microsoft, Ap ...